Client Services Coordinator

Ashfords is an energetic, passionate, flexible, diverse and progressive multidisciplinary firm with 7 business units, we are the largest independently owned firm in Melbourne’s Southeast.

About the Role :

Due to our continual growth, we now require an additional full time Client Services Coordinator to join and support our amazing SMSF team.

We are seeking someone with public practice experience in a similar role with the desire to have an impact, continue to learn and grow along with the ability to demonstrate ownership of tasks and projects, attention to detail, excellent people skills and a customer service-centric mindset. In return, you will be well supported by your teammates and the broader Ashfords Business.

Duties include (but not limited to) :

• Drafting correspondence and engagement letters.
• Assisting with client follow ups, lodgements, processing outgoing mail.
• Helping the team with access to systems and job setups.
• Assisting with reporting on performance metrics.
• Monitoring of WIP and workflow.
• Basic data entry including setting up electronic work paper.

Requirements :

Why Join Us?

We proudly offer all the benefits and opportunities for growth you would expect in a global firm, with the added benefit of being a valued member of an entrepreneurial and growth-oriented team; focused on delivering “financial freedom and peace of mind” for our clients, our firm, and our people.

Important Notes :

Applicants must have sufficient working rights for this role.

John Christou on for a confidential conversation.

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